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Inactive

Leigh Machion

Rockwood Wealth Management, LLC

New Hope, PA

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Current Employers
Rockwood Wealth Management, Llc

6464 Lower York Road, New Hope, PA 18938 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-22
  • PA RA
    APPROVED
    Since 2026-01-22

Branch Locations

6464 Lower York Road, New Hope, PA 18938 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Newtown PA 07/2015 06/2017
Student Newtown PA 09/2017 07/2019
Turning Point Newtown PA 08/2021 07/2025
Student Newtown PA 08/2021 05/2022
Advertising Specialty Institute Trevose PA 05/2022 01/2025
Student Newtown PA 01/2025 05/2025
Rockwood Wealth Management, Llc New Hope PA 07/2025 Present
Rockwood Wealth Management, Llc New Hope PA 08/2025 Present
Student Newtown PA 07/2015 05/2022
  • 07/2015 → 06/2017
    Student
    Newtown, PA
  • 09/2017 → 07/2019
    Student
    Newtown, PA
  • 08/2021 → 07/2025
    Turning Point
    Newtown, PA
  • 08/2021 → 05/2022
    Student
    Newtown, PA
  • 05/2022 → 01/2025
    Advertising Specialty Institute
    Trevose, PA
  • 01/2025 → 05/2025
    Student
    Newtown, PA
  • 07/2025 → Present
    Rockwood Wealth Management, Llc
    New Hope, PA
  • 08/2025 → Present
    Rockwood Wealth Management, Llc
    New Hope, PA
  • 07/2015 → 05/2022
    Student
    Newtown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-22
  • S65 Uniform Investment Adviser Law Examination
    2026-01-22

View on SEC IAPD

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Other Investors

JAGRUTI D PANWALA
ARTI K SHAH
CHRISTOPHER EARL LINDENTHAL
DEBRA T JONES
CHRISTOPHER HAMILTON BRASHIER
LEONARD J BRODSKY
KELLY ANN BINKOWSKI
WILLIAM HOWARD STANERT

Other Offices

OSAIC WEALTH, INC. · NEW HOPE, PA
ORCHESTRA MEDICAL VENTURES, LLC · NEW HOPE, PA
CW ADVISORS, LLC · NEW HOPE, PA
COMMONWEALTH FINANCIAL NETWORK · NEW HOPE, PA
MOONDANCE INVESTMENT ADVISORS, LLC · NEW HOPE, PA
EDWARD JONES · LAMBERTVILLE, NJ
EQUITABLE ADVISORS, LLC · NEW HOPE, PA
GRO CAPITAL, LLC · LAMBERTVILLE, NJ

More in New Hope, PA

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